Financial Adviser
· COMO, WA
Rory James Mitchell
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000278270
Rory James Mitchell is a financial adviser based in Como, Western Australia, with 10 years of experience in the financial services industry. Rory is currently authorised under Fortnum Advice Pty Ltd. Rory holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business. Rory is a member of CPA Australia (CPA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Business
2010
SMSF Specialist Advisor
SMSF Association
2016
Diploma of Financial Planning (FNS50610)
Integrity Education Group
2016
Margin Lending
Integrity Education Group
2018
Accredited Listed Product Adviser Program
Kaplan Professional
2022
FPC002B
Bridging Course - Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register